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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 33-0818667 | Investment Management | $175,000 |
LMCG INVESTMENTS LLC8+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $173,428 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,179 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $81,395 |
MARINER LLC1 year Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $47,679 |
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $42,850 |
Filed as: PIETZSCH BONNETT WOMACK PA Service code 29 · EIN 81-0574082 | Legal | $40,069 |
CHICAGO WEALTH MANAGEMENT INC8+ years Service code 26 · EIN 20-1255704 | Advisory (Participants) | $38,332 |
SRS CAPITAL ADVISORS2 years Filed as: SRS CAPITAL ADVISORS INC Service code 26 · EIN 20-5519650 | Advisory (Participants) | $32,709 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $23,721 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,333 | $95,388+210.7% | $125,339+136.4% | $77,904+280.4% |
| Participation rate | 97.8% | 78.6%+19.2pp | 82.4%+15.5pp | 73.7%+24.2pp |
| Annual return | -15.69% | 116.19%-131.9pp | 572.05%-587.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $9,935 | $3,666+171.0% | $4,814+106.4% | $2,848+248.9% |
| Participant deferral / active EE | $18,573 | $7,711+140.9% | $7,446+149.4% | $4,806+286.5% |
| Admin fee / account holder | $144 | $119+21.2% | $10,010-98.6% | $133+8.7% |